Institutional Ownership Global X Fds Adaptive U S Fact (AUSF)
This table provides information about the institutional ownership of Global X Fds Adaptive U S Fact (AUSF). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,632,551
shares
|
$210 Million
0.35% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,540,624
shares
|
$69.8 Million
6.17% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
950,479
shares
|
$43 Million
0.01% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
928,461
shares
|
$42 Million
1.76% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
672,108
shares
|
$30.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
416,400
shares
|
$18.9 Million
6.5% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
315,631
shares
|
$14.3 Million
0.08% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
278,581
shares
|
$12.6 Million
0.51% of portfolio
|
Q3 2025
Added 153.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
235,197
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
231,828
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 48.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
231,071
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 32.13%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
220,411
shares
|
$9.98 Million
5.97% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
192,579
shares
|
$8.72 Million
2.79% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
168,095
shares
|
$7.61 Million
6.57% of portfolio
|
Q3 2025
Added 1709.81%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
166,367
shares
|
$7.53 Million
2.07% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
150,418
shares
|
$6.81 Million
0.05% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
142,471
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
128,806
shares
|
$5.83 Million
2.25% of portfolio
|
Q3 2025
Added 48.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
125,791
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2025
Added 35.69%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
97,592
shares
|
$4.42 Million
1.28% of portfolio
|
Q3 2025
Added 137.19%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
93,351
shares
|
$4.23 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
86,673
shares
|
$3.93 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
77,077
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2025
Added 36.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
66,388
shares
|
$3.01 Million
0.02% of portfolio
|
Q2 2025
Added 81.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
55,860
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|